Investment Themes

Water

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Investment Themes

Global water consumption was multiplied by nine between 1990 and today. And in 10 years time, the United Nations anticipate that only 60% of water needs will be satisfied if no quick policy change happens. This is a major challenge for future generations, but also an opportunity for today's investors.

By 2050, the world's population will have increased by 40%. The growth in demand for drinking water will rise even faster, with a projected 80% increase, due to better access to infrastructure and growing needs. Urbanization will lead to an increase in water demand related to industry and energy. Livestock and agriculture will increase their consumption to meet the demand. Although 70% of our blue planet is covered with water, only a tiny portion is accessible and drinkable. In order to meet the needs of populations, the development of infrastructures and major technological progress will be necessary. This thematic list contains forty players in the water market, drawn from among a hundred or so listed companies linked to the sector. It includes companies that process and sell water as well as equipment, food and irrigation specialists. This list is very cosmopolitan, with many countries represented: United States, China, Hong Kong, United Kingdom, Singapore, Switzerland, Japan, Australia, France, Poland, India, Greece, Indonesia, Finland, United Arab Emirates, Canada, Austria, Bangladesh and Estonia. This sector is going to undergo major changes, take advantage of them and take the plunge.

Our selection

Industrials
Water & Sewage Construction
102.56Cr +9.96%
Industrials
Purification & Treatment Equipment
321.48Cr -14.99%
Industrials
Industrial Valve Manufacturing
1.16TCr +25.93%
Consumer Cyclical
Other Construction Supplies & Fixtures
599.78Cr +32.58%
Consumer Cyclical
Household Appliances
546.82Cr +19.68%
- - 4.62TCr -
Industrials
Other Environmental Services & Equipment
382.1Cr -11.04%
Industrials
Other Industrial Machinery & Equipment
220.83Cr -1.09%
Consumer Cyclical
Other Construction Supplies & Fixtures
739.62Cr -3.64%
Industrials
Industrial Machinery
64Cr -11.21%
Technology
Other Electronic Equipment & Parts
1.74TCr -2.54%
Industrials
Other Industrial Machinery & Equipment
355.81Cr -4.32%
Utilities
Water Supply & Irrigation Systems
671.27Cr +18.63%
Industrials
Other Industrial Machinery & Equipment
62Cr -22.19%
Technology
Other Electronic Equipment & Parts
420.27Cr +3.19%
Energy
Oil Related Services
254.4Cr +87.55%
Industrials
Other Industrial Machinery & Equipment
746.77Cr +23.27%
Utilities
Water Supply & Irrigation Systems
335.94Cr +9.54%
Utilities
Other Water Utilities
1.6TCr -7.27%
Industrials
Pump & Pumping Equipment
1.72TCr +31.42%
Industrials
Other Industrial Machinery & Equipment
2.12TCr -32.15%
Industrials
Testing & Measuring Equipment
423.83Cr -14.92%
Consumer Cyclical
Plumbing Fixtures & Fittings
1.02TCr -6.49%
Industrials
Pump & Pumping Equipment
421.3Cr -0.16%
Utilities
Other Water Utilities
1.34TCr +18.54%
Utilities
Water Supply & Irrigation Systems
2.87TCr +10.63%
- - 171.71Cr -
Consumer Cyclical
Other Construction Supplies & Fixtures
1.55TCr +27.07%
Industrials
Other Industrial Machinery & Equipment
1.06TCr -36.37%
Industrials
Pump & Pumping Equipment
438.64Cr -20.09%
Industrials
Pump & Pumping Equipment
189.97Cr +50.64%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.26TCr -7.26%
Utilities
Other Water Utilities
193.31Cr -12.74%
Industrials
Heating, Ventilation & Air Conditioning Systems
847.21Cr -5.70%
Consumer Cyclical
Plumbing Fixtures & Fittings
230.17Cr +13.73%
Utilities
Other Water Utilities
119.32Cr +39.05%
Utilities
Other Multiline Utilities
2.7TCr +11.07%
Basic Materials
Diversified Chemicals
246.69Cr -22.06%
Utilities
Water Supply & Irrigation Systems
288.66Cr +21.94%
Utilities
Other Water Utilities
1.24TCr +13.45%
Utilities
Other Water Utilities
304.95Cr +11.93%
Utilities
Other Water Utilities
1.53TCr +28.48%
Basic Materials
Other Specialty Chemicals
8.5TCr +15.41%
Industrials
Other Construction & Engineering
814.06Cr -33.56%
Utilities
Other Natural Gas Utilities
231.01Cr -1.02%
Consumer Cyclical
Other Appliances, Tools & Housewares
25Cr +3.18%
Industrials
Other Environmental Services & Equipment
989.61Cr +15.24%
Utilities
Other Water Utilities
320.96Cr +0.42%
Utilities
Water Supply & Irrigation Systems
108.64Cr +12.63%
Utilities
Water Supply & Irrigation Systems
51Cr -0.79%
Consumer Cyclical
Other Construction Supplies & Fixtures
303.54Cr -12.25%
Utilities
Steam & Air-Conditioning Supply
174.09Cr -28.57%
Industrials
Other Industrial Machinery & Equipment
562.07Cr +5.41%
Utilities
Other Water Utilities
219.55Cr -34.14%
Utilities
Water Supply & Irrigation Systems
182.49Cr -42.07%
Utilities
Water Supply & Irrigation Systems
81Cr -25.10%
Industrials
Agricultural Machinery
109.46Cr -8.69%
Industrials
Waste Management, Disposal & Recycling Services
8.73Cr -0.90%
Utilities
Other Water Utilities
167.47Cr -6.36%
Utilities
Sewage Treatment Facilities
294.96Cr -8.50%
Industrials
Other Environmental Services & Equipment
172.61Cr -19.13%
Utilities
Steam & Air-Conditioning Supply
160.09Cr -31.86%
Industrials
Industrial Machinery
36Cr -48.41%
Utilities
Sewage Treatment Facilities
119.22Cr -5.89%
Utilities
Water Supply & Irrigation Systems
22Cr -8.40%
Utilities
Water Supply & Irrigation Systems
39Cr -18.89%
Utilities
Other Water Utilities
342.13Cr +19.09%
Financials
Shell Companies
67.81L +221.56%
Consumer Non-Cyclical
Bottled Water & Ice
106.95Cr +113.29%
Utilities
Water Supply & Irrigation Systems
19Cr +20.44%
Consumer Non-Cyclical
Bottled Water & Ice
73Cr +14.29%
Consumer Non-Cyclical
Bottled Water & Ice
30.66L +6.67%
Utilities
Sewage Treatment Facilities
2.16Cr +2.68%
Utilities
Steam & Air-Conditioning Supply
74Cr +2.07%
Utilities
Water Supply & Irrigation Systems
24Cr -1.82%
Utilities
Other Water Utilities
2.53Cr 0.00%
Consumer Non-Cyclical
Bottled Water & Ice
21.74L -.--%
Utilities
Other Water Utilities
26Cr -2.64%
Utilities
Steam & Air-Conditioning Supply
37Cr -7.06%
Utilities
Water Supply & Irrigation Systems
73.23L -9.41%
Utilities
Other Water Utilities
32Cr -10.73%
Utilities
Sewage Treatment Facilities
58Cr -11.69%
Utilities
Sewage Treatment Facilities
102.66Cr -15.75%
Utilities
Other Water Utilities
3.85Cr -15.83%
Consumer Non-Cyclical
Bottled Water & Ice
35.06L -16.49%
Utilities
Sewage Treatment Facilities
63Cr -16.90%
Utilities
Water Supply & Irrigation Systems
63Cr -17.70%
Consumer Cyclical
Other Textiles & Leather Goods
1.54Cr -19.88%
Utilities
Sewage Treatment Facilities
47Cr -23.27%
Utilities
Water Supply & Irrigation Systems
43Cr -23.60%
Utilities
Sewage Treatment Facilities
42Cr -25.50%
Industrials
Other Environmental Services & Equipment
136.36Cr -27.30%
Consumer Non-Cyclical
Bottled Water & Ice
13Cr -40.80%
Utilities
Other Water Utilities
1.16Cr -47.22%
Utilities
Sewage Treatment Facilities
28Cr -53.82%
Basic Materials
Other Commodity Chemicals
104.49Cr -68.68%

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